United Plant & Production Workers Local 175 Pension Fund
Taft-Hartley plan, based in Roslyn Heights, New York, reporting $117M in assets, for 479 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 30 Jun 2025, United Plant & Production Workers Local 175 Pension Fund total assets $101M -> $117M (+16.1%, 2024-06-30 to 2025-06-30).
Relationship network
21 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 2.2%
- Non-interest-bearing cash 0.5%
- Corporate debt instruments (other) 15.0%
- U.S. Government securities 15.5%
- Partnership/joint venture interests 6.0%
- Common/collective trusts 5.2%
- Common stock 46.9%
- Real estate (other than employer real property) 7.2%
Consultants and advisers
- Cheiron Actuarythrough Jun 30, 2024 Form 5500
- Summit As LLC Obo Dickinson Grp Actuarythrough Jun 30, 2023 Form 5500
- Dickinson Group, LLC Actuarythrough Jun 30, 2023 Form 5500
People
Manager roster
- Reynolds Consulting Services, LLCplan years 2023
- M&t Bankplan years 2023
- Intercontinental Real Estate Corp.plan years 2023
+1 more Schedule C manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Jun 30, 2025Assets changedUnited Plant & Production Workers Local 175 Pension Fund total assets $101M -> $117M (+16.1%, 2024-06-30 to 2025-06-30)
- Jul 1, 2024Funded status changedUnited Plant & Production Workers Local 175 Pension Fund funded ratio 108.6% -> 104.4% (2023-07-01 to 2024-07-01)
- Jul 1, 2024Assets changedUnited Plant & Production Workers Local 175 Pension Fund plan assets $88M -> $101M (+14.4%, 2023-07-01 to 2024-07-01)
- Jun 30, 2024Assets changedUnited Plant & Production Workers Local 175 Pension Fund total assets $89M -> $101M (+13.9%, 2023-06-30 to 2024-06-30)
- Jul 1, 2023Funded status changedUnited Plant & Production Workers Local 175 Pension Fund funded ratio 116.3% -> 108.6% (2022-07-01 to 2023-07-01)
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jun 30, 2025 | 479 | Not disclosed | Not disclosed | n/a | $117M | $7.0M | Not disclosed | $8.5M |
| 2023 to Jun 30, 2024 | 471 | Not disclosed | Not disclosed | n/a | $101M | $7.2M | Not disclosed | $9.9M |
| 2022 to Jun 30, 2023 | 460 | Not disclosed | Not disclosed | n/a | $88.7M | $8.0M | Not disclosed | $11.2M |
- Atalanta Sosnoff codes 28 $314,594 PY2024
- SAJ Consultants Inc codes 50 70 $255,846 PY2024
- Anthony Franco codes 30 $109,744 PY2024
+52 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Total assets changed2025-06-30source on record
- Funded status changed2024-07-01source on record
- Total assets changed2024-07-01source on record
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+8 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.